Recently, Hengda published repairer “Top rhetoric” (see figure below), indeed, the new energy vehicles heat and bring to a new climax. Xu India 15 Hengda repairer words summed up how to go: “buy buy buy, co-Hehe, circle circle, great big, good good”, this story rhetoric, a little 20 years ago, Mr. Li said shadow repairer: “The car but it is the “four wheels plus two sofas”. ”
As Hengda can achieve 3 – Goal 5 years, I can not draw a conclusion. But compared to previous years, the repairer of the new forces more difficult road to go. Because many traditional car prices this year have launched a competition full of new energy vehicles, such as Porsche taycan, Mercedes EQC, Audi e tron and so on. If the first few years of the new forces outbreak of the year, that this year is the turn of the traditional car prices gathered force.
This indicates the high probability of new energy vehicles is an irreversible trend in the future, if you see that a few years ago brand new 7788 minor, not looked down on, that you should pay attention to this year, and even mainstream manufacturers have joined the ranks of new energy vehicles. So, the future of new energy vehicles in the world, is part of the new forces repairer, or traditional brands?
1, the traditional car prices made new energy vehicles have an advantage
In my point of view, greater advantage at this stage the traditional car prices. Because both the new energy vehicles or fuel vehicles, which are “car” category, in addition to other powertrain is essentially no difference, then, who repairer? Certainly car prices slightly.
On the one hand, the traditional car companies make cars with a richer experience, including research and development system, test system, the factory management, supplier management and other aspects of science are mature, the accumulation of these experiences are not in a day power. The new brand in this area there is a lack, of course, brand new pay big bucks to acquire a mature team repairer is a way out, but for a long time to go through the early run-in period.
On the other hand, now have “Three” (battery, motor, battery management system) technology, a full set of car prices rare. The “three electricity” the importance of new energy vehicles,Less than traditional fuel vehicles “Big Three” (engine, chassis and gearbox). But now we see that the vast majority of new energy vehicles outside the mining companies are “three electricity”, such as battery Ningde era, LG, Panasonic and so on. The repairer of the new forces, because of the high cost and technological barriers huge R & D costs, they will not independently develop a full set of “EIC.”
think so, since even the core technology is someone else, then the repairer of the new forces, what advantage? Light integration of resources, then the traditional car prices also ah, but they are relying on a strong scientific research and technology and the size of funds, it may be integrated better. An analogy, suppose you have a food supplier specializing in dumplings secret recipe, distributed to old and new dumpling dumpling shop by shop, old dumpling shop may be more adept in dumplings technology, more efficient, so there are new stores What competitive?
2, the new forces repairer how to break?
Although I am more optimistic about the traditional car companies, but not the repairer new forces beat him to death. However, to the present circumstances, if the repairer new forces want to develop, possess at least a two or characteristics.
First, the opponents have the hard copy “core technology.”
We Tesla mentioned, in fact, this is not a brand wins in design, technology, batteries, motors, intelligent systems, but advanced battery management system (BMS). If electric vehicles compared to the human body, and that the battery is the heart, and BMS is the brain.
BMS priority is always monitor the state of the battery and to ensure the safety of the battery, and charge and discharge monitoring and regulation. BMS even in the status of the battery pack is higher than the cell body. Whether it is advanced, it plays a key role on the efficiency and life of the transmission power of the battery pack. Even today, many battery suppliers and car prices are not master the technology.
and a lot of new energy automobile enterprises to imitate Tesla is the big screen in the control, after all, it has a lower threshold, results in a short time on the market a lot of new cars have to spend a large screen to follow suit. Many repairer new forces advocating large-screen machines more cattle car on the ppt, but in fact, this highly reproducible technique, Is no competitiveness.
Of course, the so-called “core technology” there must be an important component, if little effect on the product itself new energy vehicles, while consumption those who do not demand high, it can only be regarded as unpopular technology, even hard for others to copy, it is difficult to play a great value.
Second, a strong ability to integrate resources
“resource integration capacity” is now the most new forces repairer approach, that is, Xu Jiayin said “buy buy buy” and “Hehe together “, relying on the strength of the team has acquired and integrated into a competitive company. For example, some Transformers weak little robot, in order to fight against more powerful opponents, they and several other small robot into one big robot. The maximum threshold
Clearly, the “integration of resources” approach is money. Repairer spend huge money, like how to get water in general inexhaustible supply of money, which itself belongs to the god of skill in this have to admire Jia boss.
The above is my opinion one of the brand new repairer to have the strength of the two, but unfortunately, the threshold is still high, it is still not what several Chinese new brand has such capabilities. So, a few years ago the popular “National repairer hot”, and today there are already many could not get on. Repairer, really not so simple.
3, how the future development of new energy vehicles?
In the repairer new car prices forces and the traditional age of both, seems to let me see a hundred years ago, carriages and cars are also counterparts. It is worth mentioning that the early cars looked like carriage, just like most of the new energy car model with the traditional fuel vehicles are also similar.
However, today’s situation is different, many of the early manufacturers did not develop into a coach car manufacturers, because they only do the wagon body and no engine, transmission core technology. Later, when the rapid development of the car, carriage business for bread, mostly for automotive manufacturers to design body (that is, Coachbuild), but with the car manufacturersThe scale has grown, they have their own styling department, the coach’s business is completely gone.
but now it seems, a full set of “EIC” core technology is neither owned most of the traditional car prices of all, do not make cars owned by new forces. Future, new energy vehicles will be how to develop?
I think maybe there are two possibilities. The first is the car manufacturers competing to develop their own “EIC” system, than anyone else, more efficient, more powerful, shorter charging time …… these will become the main point of contention brand new energy vehicles, like now of a car.
There is a second possibility, those who master the “three-level” technology supplier, will develop into future vehicle manufacturers like BYD battery-fortune, and later also build cars. Those traditional car prices or repairer no new forces “EIC” technology will become obsolete.
In short, the existence of this era of infinite variables, vehicle development to a crossroads, car prices and they are constantly trying to bet.
AL Channel Summary:
In short, I think the era of electric vehicles has not come, like a hundred years ago, when automobiles and carriages in appearance, the difference between the overall structure is not large. The car from birth to the modeling structure significantly different from the coach, has spent half a century, so the moment you see the coach knew it was the last antediluvian era.
I think the electric car in appearance should be significantly different from the traditional fuel vehicles, because they do not have huge engine, gearbox no complicated structure and so on, fully reflected in the shape and frame structure, now new energy vehicles is still too much like conventional cars, and that when there is a clear distinction between it? I do not know, but I guess there is still far away, it may take decades, or even half a century.